Join wealth manager Connor Low, founder of Iarann Wealth, as he unpacks the tumultuous 2025 market landscape. Connor discusses how emotional reactions drive stock market volatility more than data. He offers insights on capitalizing on discounted equities while keeping a real estate focus. The conversation highlights the right times to rebalance investments and Connor's skepticism towards infinite banking. Listen in for his goal-based planning model that empowers intelligent investment decisions amidst uncertainty!
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volunteer_activism ADVICE
Customize Investing To Goals
Investment strategy should match individual client goals and preferences.
Offer safe index fund investing or individual security selection based on client needs.
insights INSIGHT
Real Estate Impacted By Bond Yields
Real estate is affected by bond yields which are influenced by geopolitical actions like China dumping U.S. bonds.
Fed may delay rate cuts due to current economic strength despite market volatility.
volunteer_activism ADVICE
Don’t Force Real Estate Deals
Real estate investors should avoid forcing deals during uncertain market conditions.
Invest only when numbers and deal fundamentals make sense for your strategy.
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In this episode of the Tax Smart REI Podcast, Thomas and Ryan talk with wealth manager Connor Low, founder of Iarann Wealth, about how today’s economic uncertainty, from global tariffs to interest rate swings, is impacting investors, and what real estate investors should be doing about it.
Connor breaks down the current market landscape, explains why panic is rarely a productive move, and shares how both real estate and equity investors can make smart, intentional decisions during periods of volatility.
Tune in to learn:
- Why today’s stock market volatility is driven more by emotion than economic data.
- How real estate investors can take advantage of discounted equities without abandoning their REI strategy.
- The right (and wrong) times to rebalance, lump-sum invest, or just sit tight.
- Why Connor isn’t bullish on infinite banking—and what he recommends instead.
- How his goal-based planning model helps investors make smarter decisions with both real estate and the stock market.
To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6
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Connect with Conner: iarannwealth.com
Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli
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